RBC Capital analyst Deane Dray maintains $Honeywell (HON.US)$ with a hold rating, and adjusts the target price from $214 to $253.
According to TipRanks data, the analyst has a success rate of 65.1% and a total average return of 14.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Honeywell (HON.US)$'s main analysts recently are as follows:
The firm anticipates that Honeywell's free cash flow-based sum-of-the-parts valuation could rise by 2025, with a potential further increase by the end of 2026.
The suggestion for a bifurcation into an Aerospace-focused RemainCo and an automation-dedicated SpinCo is seen as a logical step to confront the persisting underachievement of the company. Despite this, the recent decline in share performance is partially explained by the market's preference for cyclically-leveraged entities over firms with high-quality earnings narratives.
The firm is encouraged by the recent communication to Honeywell's Board and the potential for significant portfolio adjustments. However, it is likely that the time needed for the Board to deliberate and for any resulting actions to be implemented would mean a timeline extending to 2026 before any potential divestitures could occur.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇資本市場分析師Deane Dray維持$霍尼韋爾 (HON.US)$持有評級，並將目標價從214美元上調至253美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.1%，總平均回報率為14.5%。
此外，綜合報道，$霍尼韋爾 (HON.US)$近期主要分析師觀點如下：
公司預計到2025年，霍尼韋爾基於自由現金流的各部分總和估值可能會上升，並在2026年底前有進一步增長的潛力。
將公司分裂爲一個專注於航空航天的RemainCo和一個專注於自動化的SpinCo的建議被視爲應對公司持續不佳表現的合乎邏輯的步驟。儘管如此，最近分享表現的下降在一定程度上是由於市場偏好週期性槓桿企業而非高質量收益敘事的公司。
公司對霍尼韋爾董事會的最近溝通以及重大投資組合調整的潛在可能性感到鼓舞。然而，董事會進行審議以及任何後續行動實施所需的時間可能意味着在2026年前不會發生任何潛在的資產剝離。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
